About AMG
Our Founder
We believe that our business is really all about the quality of personal relationships – with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.
Jonathan Phan
Founder & CEO
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Our Success Story
Founded in 1997, Asset Management Group is a financial firm with special focus on retirement planning, employee benefits, risk management and investment services. Our Property and Casualty Division provides a wide range of products. It offers protection for auto, home, commercial and business insurance.
Our Story
1997
Minority Business Awards Leader
The awards ceremony recognizes the spirit, creativity and resourcefulness of Washington’s brightest minority business leadership in their respective fields and shares their stores to motivate forthcoming generations of leaders.
2015
2x Gold Bowl Winner
The Chairman’s Trophy reflects an individual agency’s growth and accomplishments in business development, increased staff and financial professionals and productivity. Only a select group of general agents wins the award annually.
The Birth of AMG
Jonathan Phan establishes Asset Management Group, a financial firm, in Boston, Massachusetts.
2011
Official Partner of Fairfax County Police Union and Fairfax County Fire & Rescue Department.
Provider of group life insurance and guaranteed issue whole life to members of the associated unions.
2016-17
We Work With 10+ Top Insurance Companies
AMG agents assess the unique needs of their clients and work with insurance carriers to negotiate and select an array of coverage options. For this reason, people who work with us often end up with more personalized options than those who shop online or purchase directly from an insurance provider.
